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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,533 | $78,607-58.6% | $105,624-69.2% | $74,478-56.3% |
| Participation rate | 53.2% | 72.8%-19.6pp | 75.3%-22.1pp | 67.2%-14.1pp |
| Annual return | 12.46% | 15.96%-3.5pp | 116.20%-103.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,126 | $2,523-55.4% | $3,168-64.5% | $2,626-57.1% |
| Participant deferral / active EE | $2,022 | $4,325-53.3% | $5,013-59.7% | $4,350-53.5% |
| Admin fee / account holder | $5,267 | $2,220+137.3% | $10,961-51.9% | $1,946+170.7% |